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BenchmarkONE + GoCanvas

BenchmarkONE + GoCanvas

BenchmarkONE + GoCanvas integrations

Create notes in BenchmarkONE for new GoCanvas submissions

Easily streamline your information management with this seamless workflow between GoCanvas and BenchmarkONE. When you receive a new submission in GoCanvas, a note will be added in BenchmarkONE to keep your CRM up-to-date and ensure that all valuable information is captured. Enhance efficiency and organization by leveraging this automation.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
    TriggerInstant
  2. automatically do this!
    Add Note
    Add Note
    Add NoteAdds a note to contact. If contact does not exist, this action creates contact and adds the note.
    ActionWrite
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More things you can do with GoCanvas and BenchmarkONE

Discover other triggers and actions you can use with GoCanvas and BenchmarkONE

    • Trigger Mid Workflow
    • App Name
      Required
    Trigger
    Instant
    Try It
    • App Name
      Required
    • Item Description
    • Assign Item To
    • Schedule At
    Action
    Write
    • Webhook Name
      Required
    Trigger
    Instant
    Try It
    • Note Subject
      Required
    • Note Body
      Required
    • Contact's Email Address
      Required
    • Email Type
      Required
    • Contact Status
      Required
    • First Name
    • Last Name
    • Created At
    • CopyToCompany
    • Update Last Contacted Date?
    Action
    Write
    • App Name
      Required
    • Item Description
      Required
    Action
    Write
    • Reference Data ID
      Required
    Action
    Write
    • Tag
      Required
    • Email Address
      Required
    • Email Type
      Required
    • Contact Status
      Required
    • First Name
    • Last Name
    Action
    Write
    • Update Existing Contact
      Required
    • Email Address
      Required
    • Email Type
      Required
    • Contact Status
      Required
    • First Name
    • Last Name
    • Title
    • Company
    • Temperature
    • Phone Number
    • Phone Number Type
    • Address Street
    • Address City
    • Address State
    • Address Zip
    • Address Country
    • Address Type
    • Social Media URL
    • Social Media Type
    • Instant Message Username
    • Instant Message Type
    • Website URL
    • Source
    • Tag to Add
    Action
    Write
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About BenchmarkONE
Keep tabs on your contacts, automatically follow up on them, and track your marketing with smart insights in BenchmarkONE's simple CRM.
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About GoCanvas
GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
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